This webinar provides an in-depth overview on how to set up an automated reporting process from start to finish.
This training is useful for those who would like to set up automations in ClearPoint.
Outline
Introduction (00:00)
Importance of Automation (02:52)
Leveraging the Data Loader (04:36)
Reporting Workflow Setup (05:56)
Reporting Workflow Email Reminders (09:37)
Making Updates on the "My Updates" Page (14:03)
Briefing Books (16:31)